Financial Coaching Software & Tools

Q: Does Practice charge by client like other financial coaching software?

Not at all! Practice is a flat $29 USD/month, without any limitations. Have as many clients, transactions and storage as you want – we want to be able to support you as your business grows.

TESTIMONIALS

You're in good company

Since using Practice, my work has never been better. Having everything I need under one platform not only makes my job as a coach more efficient, it assures my clients they made a good investment.

Daniel Cala
Transformational coach

So much less stress on the structure side of my business.

Ixchel Flannery
Relationship Coach

Outstanding CRM. Giving Paperbell a run for their money.

Greg Woodard
Life Coach

Everything flows through Practice: payment, communication, notes, tasks. I love the new Packages option and onboarding opportunities. Smooth operation so I can focus on working with the client.

Mike Vardy
Productivity Coach

SMOOTH SCHEDULING

When scheduling is a series of back and forth emails, and rescheduling is a nightmare.

Show your real availability

Sync and read multiple google calendars
Eliminate the risk of double booking
Fine tune your schedule with daily appointment limits, buffers and time blocking.

Text and email reminders

Decrease last minute cancellations and no-shows with automated reminders.
Customize send times and create as many reminders as you like.

Smart automations

Attach a form to the scheduling flow so you can capture client information smoothly.
Attach payment to the scheduling flow so you get paid before someone gets on your calendar.
Schedule a form to go out before an appointment starts, or after an appointment ends.

CLIENT MANAGEMENT SOFTWARE

When documents are going missing and things are falling between the cracks.

Instant organization

Organize every appointment, event, file, form, invoice, link, note and email thread in one neat place.
Remember important details and link to your financial coaching tools using our pinned custom fields.
Create accountability for your financial coaching program using our shared to-do list

Encrypted client portal

Give your clients the option of chat or voice memos between sessions
A shared workspace to see all shared resources and past appointment history.

Group coaching tools

Manage your group coaching cohorts easily
See past and future group sessions, all communication and notes in one place

PAYMENT AND INVOICING

When you need a way to track payments, and easy invoicing tools to make you look professional.

Multiple payment options

Provide your clients with flexibility through our payment plans
Create auto-debiting subscriptions if you offer retainers
Allow clients to pay by credit card or direct transfer

Coupons and promo codes

Create and manage discounts
Choose between one-time or recurring options

FAQs

Does Practice charge by client like other financial coaching software?

Not at all! Practice is a flat $35 USD/month, without any limitations. Have as many clients, transactions and storage as you want – we want to be able to support you as your business grows.

What should I look for in good financial coaching management software?

It should be simple to navigate, professional and reliable – for both you and your clients. And ideally, it’s built on all platforms (web, iOS and Android), like we are :)

What does Practice integrate with my financial coaching tools?

Practice currently integrates with Google Calendar, Gmail, Google Meet, Stripe and Zoom. But you can easily link any specific tools you use from the client record, so you can keep everything housed in one place.

How can Practice help me grow my financial coaching program?

By taking care of all the administrative pieces that nobody wants to do, Practice empowers coaches to focus on the more important things like growing your business. We also have features that collect testimonials automatically, to help you build social proof and accelerate word of mouth referrals.

Does Practice provide any resources or templates for me to use?

Definitely! Our blog is full of free content and we have a library of curated life coaching templates and resources for our coaches to use. Some of our most popular resources are our free coaching contract templates, accounting template for coaches, and our coaching pitch deck template.